美国至7月24日当周EIA战略石油储备库存 -379.7万桶，前值-505.7万桶。

Xianyu reported AI service orders in 1H reached 9.816 million, up 157% YoY, with nearly 5.0 million buyers (+98% YoY). Fastest-growing segments were AI programming and website-building (orders +1,732% YoY), followed by AI comic/drama products (+1,425%) and AI PPT/office tools (+264%); AI programming tools saw rapid uptake. Sellers skew young—over 60% aged 18–35—and 62.4% are female. Average monthly seller sales were 897 yuan; most participate as a side business. By location, fourth-tier city sellers accounted for 32.2% and second-tier 28.6%, together exceeding 60%.

Ruilian Bank analyst Peter Kinsella says the Bank of England’s policy decision on Thursday is unlikely to materially affect sterling. He expects the BoE to keep the policy rate at 3.75% on a 7-2 vote, with updated forecasts to show weak growth through year-end and inflation easing slightly. Continued upward pressure on yields could prompt the BoE to slow QT, but Kinsella judges that change would have limited impact on the pound; he expects EUR/GBP and GBP/USD to trade in narrow ranges near term.